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AMETEK, Inc.

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Baron SMID Cap ETF Q2 2026 Portfolio Activity

Seeking Alpha · Fri, 04 Sep 2026 11:10:00 -0400

During the quarter, we initiated a position in Advanced Drainage Systems, the leading U.S. manufacturer of stormwater and onsite wastewater management products. We view Axon Enterprise as a market leading "atoms plus electrons" software provider with huge competitive moats. We sold the HeartFlow position in the quarter as we grew incrementally more concerned with the presence of competitors on the market.

Ametek: The Quiet Control Layer Behind The Next Industrial Investment Cycle

Seeking Alpha · Tue, 01 Sep 2026 02:39:26 -0400

AMETEK is well-positioned to capitalize on increased complexity across AI, semiconductor, aerospace, utilities, and medtech infrastructure. The $5B Indicor Instrumentation acquisition boosts aftermarket revenue, enhances earnings durability, and offers significant synergy potential with manageable integration risk. AME trades at a premium (~29x pre-acquisition guidance), justified by niche leadership, diversified end markets, strong cash flow, and a repeatable acquisition model.

AMETEK Completes Acquisition of Indicor Instrumentation

PRNewsWire · Wed, 26 Aug 2026 16:30:00 -0400

BERWYN, Pa., Aug. 26, 2026 /PRNewswire/ -- AMETEK, Inc. (NYSE: AME) today announced that it has completed its previously announced acquisition of a portfolio of instrumentation businesses from Indicor, LLC, ("Indicor Instrumentation") in an all‑cash transaction valued at $5.0 billion.

Ametek (AME) Upgraded to Buy: Here's Why

Zacks Investment Research · Fri, 21 Aug 2026 13:01:19 -0400

Ametek (AME) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

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